Sean Montijo
Sean Montijo is a registered investment advisor at Cetera Investment Advisers LLC, based in Phoenix, AZ, with 5 years of industry experience. Sean operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
2730 East Camelback Rd, Ste 250, Phoenix, AZ, 85016
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Sean works as a promotions manager for Spellbound Entertainment Group, dedicating nearly full-time hours to managing a team and promoting venues. Additionally, Sean is an agent/broker for Co-Op Insurance Agency and RF Brokerage, spending minimal time obtaining underwriting for difficult cases and placing health insurance coverage.
Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
Cetera Investment Advisers LLC
Previous Registrations
Securian Financial Services, INC.
Securian Financial Services, INC.Broker
State Registrations9 states
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